Silicon Valley's Go To
Independent Fee-Only
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating over 26 Years Serving Clients
Who Works with Us
The best client fit is one who currently works or has previously worked in the technology field in Silicon Valley. Through referrals and household moves our clients now live all over the world. They typically have net worth's ranging from $5 million to more than $50 million with at least $1.5M in investable assets. Most are down to earth savvy successful professionals in their 30's, 40's, and 50's. They are often used to being one of the smartest in a room and do not suffer fools gladly, but are simultaneously kind and thoughtful.
Below is a sampling of some of our clients:
Review from current client: "Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team."